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P I A M
860 Winter Street
Waltham, MA 02451-1414
toll free 800-522-7426
tel 781-434-7525
fax 781-434-6929
         

 

 

Education Planning

Can you imagine what education will cost years from now? PIAM Financial Services can provide you with the information you need to effectively fund anticipated higher education expenses. We will discuss:

• How you can utilize your practice to fund higher education for your children or grandchildren on a tax-deductible basis.

• The ins and outs of establishing an effective Section 529 College Savings Plan.

• Why a Coverdell Education Savings Account may fit into your plans.

Extension of Tax Breaks on 529 College-Savings Program

The new pension bill permanently extends the following 529 provisions:

• Tax-Free distributions when used for college expenses

• Allowing contributions to both 529 plans and Coverdell Education Savings Accounts for the same beneficiary in the same year

• Increasing the amount that can be used toward room and board expenses.

How to Save for College

PIAM Planners

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